See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,849 | $176,056+21.5% | $159,436+34.1% | $167,490+27.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.60% | 331.75%-331.1pp | 263.57%-263.0pp | 478.56%-478.0pp |
| Employer contribution / active EE | $5,626 | $5,297+6.2% | $4,829+16.5% | $4,837+16.3% |
| Participant deferral / active EE | $5,722 | $7,750-26.2% | $7,352-22.2% | $6,341-9.8% |
| Admin fee / account holder | $807 | $12,554-93.6% | $10,799-92.5% | $12,309-93.4% |